10 names are moving together; 40% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BGSI | Boyd Group Services Inc. | Consumer Cyclical | -0.4% | Group member |
| WSE | Wise Group plc | Technology | -3.5% | Group member |
| DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | +1.0% | Group member |
| ARDT | Ardent Health, Inc. | Healthcare | -2.4% | Most structurally connected |
| RVLV | Revolve Group, Inc. | Consumer Cyclical | +1.0% | Group member |
| OMC | Omnicom Group Inc. | Communication Services | -2.2% | Group member |
| WMG | Warner Music Group Corp. | Communication Services | -4.1% | Group member |
| NRDS | NerdWallet, Inc. | Communication Services | -1.2% | Group member |
| SBGI | Sinclair, Inc. | Communication Services | -3.0% | Group member |
| CODI | D/B/A Compass Diversified Holdi | Industrials | -1.7% | Group member |
Cohort
10 namesParticipation
40% this sessionObserved history
1 daily buildsFiling coverage
8/10 membersrestructuring affecting expense
“The increase in selling, general and administrative expense was primarily driven by non-recurring payroll costs associated with restructuring, higher performance-based bonuses, and increased marketing investments to support sales growth.”
CODI 10-K
credit / rates affecting interest expense
“The decrease in interest expense was attributable to the reduction in average outstanding principal of our Term Loan B Facility during the nine months ended September 30, 2025 compared to the same prior year period.”
ARDT 10-Q
demand / volume affecting revenue
“These decreases were partially offset by an increase in domestic wholesale sales of approximately $0.5 million, driven by increased demand from key national accounts during the quarter.”
CODI 10-Q
Auto & Communication Services can stay leader-led if RVLV and the next software names fail to join while ARDT keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.